Core terms: record, task, knowledge, source, and projection
A record describes something, such as a property, reservation, owner relationship, subscription, or decision.
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A record describes something, such as a property, reservation, owner relationship, subscription, or decision. A task is an accountable next action with a responsible person, due time, and verifiable outcome. Knowledge is a reusable explanation, such as an SOP, incident lesson, report interpretation, or decision note.
A source is the authority for a specific observation or transaction. A projection is a distributed or displayed view of information from another writer. Naming both prevents a dashboard card or cache from becoming an accidental source of truth.
A worktree is a separate working copy for one change, so edits do not disturb the installed application. A regression test checks that existing behavior still works after a change. A fixture is a controlled example, such as a duplicated message or failed provider response, used to check that behavior safely.
A pull request (PR) asks someone to review a proposed code change before it joins the shared version. A release is the separate step of putting reviewed changes into the running system. Passing tests and merging a PR do not by themselves prove a release is installed or working for staff.
- Current
- Checked — the terms come from the documented company model and infrastructure boundary.
- Proposed next state
- Use the terms consistently in navigation, UI labels, prompts, and PR descriptions.
- Expected outcome
- Readers can tell whether they need to inspect a fact, perform work, follow a procedure, or investigate a display.
Checks to include when changing this section
- Check local search returns each term using text-only results.
- Check generated Markdown includes the same term definitions as the page.
State labels: assigned, in progress, evidenced, accepted, and exception
Assigned means a person has an expected next action.
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Assigned means a person has an expected next action. In progress means work is underway. Evidence received means a result has been supplied and can be checked. Accepted means an authorised verifier recorded a supported outcome. An exception means a known gap, mismatch, or stale source still needs ownership.
These labels should not be collapsed. A completed cleaning task can remain unverified; a recently opened dashboard can remain stale; a connected adapter can remain unaccepted. Precise labels help the next person make the right decision.
- Current
- Checked — labels preserve the documented turnover and freshness decision boundaries.
- Proposed next state
- Use fixtures to keep UI labels accurate when a workflow changes.
- Expected outcome
- Status language becomes a reliable pointer to evidence, not a substitute for it.
Checks to include when changing this section
- Test states where work is complete but evidence is missing, and where source is stale but screen is recent.
- Check no state label silently becomes accepted without verifier input.
Say what is known, pending, and proposed
Use Checked for a specific documented or verified item and In progress for unfinished evidence, acceptance, or recovery work.
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Use Checked for a specific documented or verified item and In progress for unfinished evidence, acceptance, or recovery work. The current wiki deliberately keeps turnover evidence, LINE acceptance, provider freshness, and cold boot recovery visible as pending.
Avoid words such as “live”, “complete”, or “confirmed” unless the relevant source and reviewer support them. A concise, honest status helps more than a broad reassuring statement.
- Current
- In progress — the listed operational areas need current real-world evidence before any broader completion language is justified.
- Proposed next state
- Update only the specific status that new evidence supports, with source and reviewer in the authorised record.
- Expected outcome
- Readers do not mistake documentation coverage for operational completion.
Checks to include when changing this section
- Check all pages render only Checked or In progress human-status badges.
- Check pending topics remain pending in llms.txt and per-page context exports.
Apply with care
A concrete safe example
Example, responsibilities & checklist
Choose the precise state
Say “assigned, evidence pending” when someone has been asked to clean but no result has been verified. Do not say “ready” unless the confirmed property, required evidence, and authorised acceptance are all present.
Responsibilities
- Writers use plain terms that another person can verify.
- Reviewers challenge labels that combine separate states into a reassuring shortcut.
- Operators connect a term to a source record, task, or accepted decision.
- Contributors preserve these distinctions in UI labels and test fixtures.
Checklist
- Use “record” for a fact-bearing item, “task” for accountable work, and “knowledge” for reusable explanation.
- Use “projection” for a distributed view and name its source/writer separately.
- Use “fresh” only for a complete source read plus successful publication.
- Use “accepted” only after an authorised verifier has recorded the outcome.
A reader can choose a precise label for what is known, what must happen next, and what still needs acceptance.
Traceability without sensitive material
Source pointers and exports
This page expands the approved handoff into plain-language guidance. It does not include runtime logs, credentials, databases, private evidence, internal QA artifacts, or developer planning history.
Documentation references
- Handoff / pages/organisation.html
- Handoff / pages/workflows.html
- Handoff / pages/infrastructure.html